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paolostu

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  • GameStop: Going The Way Of Blockbuster? Not Anytime Soon [View article]
    It sounds as a thought analysis. However consider that there are cases of companies succeeding to evolve in new directions.
    How would you go about really determining if management cannot in someways move the business on the streeming or create an augmented service for the streaming?
    Oct 17 12:44 PM | Likes Like |Link to Comment
  • GameStop: Going The Way Of Blockbuster? Not Anytime Soon [View article]
    Thank you , I am sorry I do not Know GME is it a marketing research firm?
    Oct 17 12:40 PM | Likes Like |Link to Comment
  • GameStop: Going The Way Of Blockbuster? Not Anytime Soon [View article]
    As an outsider I see the 5+ years horizon as a problem. Most of the company value n a typical DCF comes from the long term earnings.

    Have you tried to model the 5-10 years with a revenue decreasing of 15% , and than value the rest in perpetuity? What value do you get? Also your WACC at 6% seems low given the risk beyond teh 5 years time Horizon.

    Have you tried to make a competitive strategic analysis to understand what could be the sources of additional revenue for game stop and how it could finance those?

    Thank you
    Oct 15 01:50 PM | Likes Like |Link to Comment
  • GameStop: Going The Way Of Blockbuster? Not Anytime Soon [View article]
    Interesting comment about the routers. Thus if we would like to understand both the technical trends and the ecosystems behind downloading: which articles , companies and technologies would you look into?

    Thank you
    Oct 15 01:45 PM | Likes Like |Link to Comment
  • GameStop: Going The Way Of Blockbuster? Not Anytime Soon [View article]
    Interesting comment. Thus if we would like to understand both the technical trends and the ecosystems behind downloading: which articles , companies and technologies would you look into?
    Oct 15 01:44 PM | Likes Like |Link to Comment
  • Why Advanced Biofuel Producers Are Becoming Commodity Chemical Producers [View article]
    This is an interesting paper

    From biodiesel and bioethanol to liquid hydrocarbon fuels: new hydrotreating
    and advanced microbial technologies
    Juan Carlos Serrano-Ruiz,*a Enrique V. Ramos-Fern!andezb and Antonio Sep!ulveda-Escribanoa
    Received 19th August 2011, Accepted 7th November 2011
    DOI: 10.1039/c1ee02418c
    Biodiesel and bioethanol, produced by simple and well-known transesterification and fermentation
    technologies, dominate the current biofuel market. However, their implementation in the hydrocarbonbased
    transport infrastructure faces serious energy-density and compatibility issues. The
    transformation of biomass into liquid hydrocarbons chemically identical to those currently used in our
    vehicles can help to overcome these issues eliminating the need to accommodate new fuels and
    facilitating a smooth transition toward a low carbon transportation system. These strong incentives are
    favoring the onset of new technologies such as hydrotreating and advanced microbial synthesis which
    are designed to produce gasoline, diesel and jet fuels from classical biomass feedstocks such as vegetable
    oils and sugars. The present Perspective paper intends to provide a state-of-the-art overview of these
    promising routes.
    1. Introduction
    Petroleum, natural gas and coal, the so-called fossil fuels, supply
    most of the energy consumed worldwide and their exploitation
    has allowed our society to reach unprecedented levels of development
    during the past century. However, the large-scale
    consumption of these natural resources is associated with
    a number of important issues. First, combustion
    Oct 10 09:25 PM | Likes Like |Link to Comment
  • The Drought Is Worse Than You Think, We Can Help By Using Gasoline [View article]
    I have just read a comment that states that Middle east economies cannot tolerate oil prices below $80-90 a barrel no longer.
    Would you be aware of any of such Studies?
    Oct 10 09:20 PM | Likes Like |Link to Comment
  • KiOR: No Revenue, No Problem ... For Now [View article]
    Also I have just read a comment that states that Middle east economies cannot tolerate oil prices below $80-90 a barrel no longer.
    Would you be aware of any of such Studies?
    Oct 10 02:01 PM | Likes Like |Link to Comment
  • KiOR: No Revenue, No Problem ... For Now [View article]
    Hi Tristan, I would like to get your perspective on Virent Technology and business prospect?

    Do you have techno-economic analysis in this case?
    Also would you have broader literature to refer me to?
    Thank you
    Oct 10 12:31 PM | Likes Like |Link to Comment
  • Hey Bill Gross, Why So Serious? [View article]
    I have a simple question:

    Does anyone can recommend an article that quantitatively analyzes the effect of oil price change on the inflation depending on the macro-econ situation?

    Corollary, the article cites that middle east producers need oil at $80-90 a barrel to survive. Is there a scientific, quantitative, well done publication on this topic?
    Oct 10 12:14 PM | 1 Like Like |Link to Comment
  • Tracking Mohnish Pabrai's Portfolio - Q2 2012 Update [View article]
    do you monitor these positions real time or with a 3 months time lag?
    Thank you
    Sep 22 03:20 PM | Likes Like |Link to Comment
  • Why Advanced Biofuel Producers Are Becoming Commodity Chemical Producers [View article]
    I would have a few questions:

    1) Does the material in Ref 7 applies to the BCC process pursued by KIOR?
    2) Is there a summary article that clarly lists the conversion rates achievable per each process and the expected capacity of each company achievable over 3,5, 10 years?
    As an example I refer to this article:
    http://bit.ly/OB7C7d
    They have a summarizing table with companies, technologies and costs for the First Commercial Unit. However, I cannot find a study of conversion rates and expected production capacities going forward.
    Aug 4 04:15 PM | Likes Like |Link to Comment
  • The Drought Is Worse Than You Think, We Can Help By Using Gasoline [View article]
    Where does the estimate of 38% corn destruction come from?
    Also is there a forecast of corn prices due to this level of production available?

    Thank you
    Aug 3 09:57 PM | 1 Like Like |Link to Comment
  • Beware The Hype Over Big Data Analytics [View article]
    Would anyone of you know if there are interesting start ups in the space that are working on developing software and applications of new machine learning para-dimes for end users utilization? (bypassing any form of consulting?)

    Also: The process of identifying correlations is part of the process that the human mind utilizes to discover causation. The point is that the human mind is able to discard correlations that do not make sense and it is also able to design testing experiments to validate the causation relationship suggested by a certain correlation. The limit of the human mind is that it can do this only for a limited amount of cases at one time. If the technology of artificial intelligence was pushed to the point of emulating human reasoning but on a much larger number of cases dealt per unit of time, this would represent a significant technology evolution. My guess is that it would be worth much more than $16B a year.
    Aug 3 09:09 PM | Likes Like |Link to Comment
  • Plotting Ethanol's Course Out Of The Perfect Storm [View article]
    How reliable is the prediction from the EIA that consumption of fuels will decrease? Does it account for any major demographics change that could be related to illegal immigration and population growth?

    Also it would be interesting to check out what hypothesis and models the EIA utilizes in regard to the adoption of hybrid Vehicles and electrical vehicles.

    The other element is that the major competitors you mentioned KIOR, AMRS etc are still far to reach production capacity and they will first have to satisfy the 20B+ gallon quote that allows them to receive larger subsides than they would from the Ethanol quote. Before the various KIOR and the like will attack the Ethanol producers market it will take a while, isn't it?
    Jul 30 02:01 PM | Likes Like |Link to Comment
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